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This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hyatt, Verizon, Yahoo, and too many other companies, what are some practical steps you can take to protect yourself and your information online? Loring Ward, as well as partner firms

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Our recent post about systems should have your gears turning already, but for your business to truly thrive, the best-designed systems alone won’t suffice. You need people. But not just any people: You need a high-performing team. The kind of team that makes your systems—and your business—really work.

How many times have you heard someone say, “I’m just not a money person”? Have you ever been that person? It’s a common expression and an easy escape hatch to fall through when you’re staring at spreadsheets full of numbers and formulas. But it’s a phrase, and an attitude, that’s ultimately unproductive and stopping you from taking your business to

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Perhaps you use Google Analytics to track every visitor to your website, right down to the country they’re visiting from. Maybe you even use wearable technology and a smartphone to measure the steps you take in a day or how much sleep you get at night. But what are you doing to measure the financial health of your business? If

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The money you make in your business is hard-earned. It’s the reward for all of the sales calls, difficult client deadlines, and customer support challenges. So it’s hard to give it up to anyone—least of all the government. Yet, taxes are a part of doing business in almost every country on earth. And we want you to focus on one

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Much of the discussion between advisor and client is how to use financial resources to create happiness in retirement. In this month’s blog post, I provide a map you can use as the foundation for your discussion. What are the keys to retirement happiness? I hear this question often. Many people are under the assumption that the concepts of happiness

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If, after reading part one and part two in this series, you’re starting to see the value in better understanding your financial performance, then we’re in a good place to move forward. If you’re thinking, “Sure, that all sounds good, but there’s no way I have time to put this much energy into tracking and thinking about my money—nor the

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To grow your business in today’s on-demand economy, you must provide a client experience that is not just “okay,” but extraordinary. If you’re just satisfying your customers, they’re going to leave you the moment someone else offers them something better. You must create “raving fan” clients by continuously innovating and adding more value than your […] The post Transform your

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This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured by monthly returns and a 20% threshold. During that time, the market has risen over 300% in total return. While the length and strength of this bull market have

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As a business owner, attracting customers is so central and occupies so much of your focus that it’s easy to lose sight of the fact that not all customers are created equal. Not knowing who your best customer is results in countless and costly efforts to attract a customer who isn’t actually your ideal. You suffer endless frustrations, false starts,

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